See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,978 | $138,044-90.6% | $125,339-89.6% | $134,475-90.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -11.33% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,318 | $5,243-55.8% | $4,814-51.8% | $4,740-51.1% |
| Participant deferral / active EE | $7,451 | $7,799-4.5% | $7,446+0.1% | $6,400+16.4% |
| Admin fee / account holder | $1,356 | $11,571-88.3% | $10,010-86.5% | $11,426-88.1% |